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Advisor Group’s Apollo Global Management APO Stock Holding History

Advisor Group’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.52M Sell
31,877
-769
-2% -$32.8K 0.01% 953
2019
Q3 		$1.23M Sell
32,646
-1,210
-4% -$44K 0.01% 1017
2019
Q2 		$1.16M Sell
33,856
-3,161
-9% -$100K 0.01% 1033
2019
Q1 		$1.05M Buy
37,017
+14,723
+66% +$419K 0.01% 1056
2018
Q4 		$547K Buy
22,294
+2,396
+12% +$68.8K 0.01% 1341
2018
Q3 		$688K Buy
19,898
+2,771
+16% +$96.6K 0.01% 1236
2018
Q2 		$546K Sell
17,127
-3,110
-15% -$95.1K 0.01% 1239
2018
Q1 		$600K Buy
20,237
+158
+0.8% +$5.31K 0.01% 1182
2017
Q4 		$671K Sell
20,079
-8,137
-29% -$255K 0.01% 1137
2017
Q3 		$849K Buy
28,216
+204
+0.7% +$5.87K 0.01% 901
2017
Q2 		$741K Buy
28,012
+1,917
+7% +$51.1K 0.01% 909
2017
Q1 		$634K Buy
26,095
+1,778
+7% +$39.6K 0.01% 940
2016
Q4 		$470K Buy
24,317
+4,082
+20% +$77.1K 0.01% 1055
2016
Q3 		$364K Sell
20,235
-1
-0% -$18 0.01% 1153
2016
Q2 		$305K Buy
+20,236
New +$332K 0.01% 1195

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Group's APO Position: Q4 2019 in Review

Advisor Group reduced its Apollo Global Management (APO) stake by 2.4% in Q4 2019, selling an estimated $32.8K and leaving 31,877 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #953.

Advisor Group first reported a position in APO in Q2 2016 and has held it in 15 quarters since. 318 funds tracked by Wall St. Rank hold APO as of Q4 2019.

  • Advisor Group held 31,877 shares of Apollo Global Management worth $1.52M as of Q4 2019.
  • Advisor Group sold 769 Apollo Global Management shares in Q4 2019, an estimated $32.8K.
  • Apollo Global Management made up 0.01% of Advisor Group's portfolio in Q4 2019, its #953 holding.
  • Advisor Group first reported a position in Apollo Global Management in Q2 2016 and has held it in 15 quarters since.
  • 318 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.